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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1176
Hotaling Investment Management
Pennsylvania
$315K – – –
WFM
1177
Wolff Financial Management
Michigan
$315K +$53.9K +591 +21%
BTW
1178
Boston Trust Walden
Massachusetts
$314K -$3.64K -40 -1%
AFP
1179
Ausdal Financial Partners
Iowa
$314K +$12.5K +129 +4%
MIM
1180
Moseley Investment Management
Florida
$313K -$18K -197 -5%
TCM
1181
Teza Capital Management
Illinois
$313K +$313K +3,434 New
MA
1182
MCF Advisors
Kentucky
$312K – – –
JPMIA
1183
J.P. Marvel Investment Advisors
Massachusetts
$311K -$91 -1 -0%
KFGK
1184
Keystone Financial Group (Kentucky)
Kentucky
$309K +$364 +4 +0.1%
PIA
1185
Pinion Investment Advisors
Kansas
$309K +$24.2K +265 +8%
TIA
1186
Tandem Investment Advisors
South Carolina
$308K +$308K +3,379 New
CT
1187
Cambridge Trust
Massachusetts
$306K +$9.3K +102 +3%
AWM
1188
Apollon Wealth Management
South Carolina
$304K -$29.2K -320 -9%
SLT
1189
St Louis Trust
Missouri
$304K – – –
CIS
1190
Connors Investor Services
Pennsylvania
$303K – – –
ECM
1191
Evergreen Capital Management
Washington
$303K +$24.1K +265 +9%
FM
1192
Family Management
New York
$303K +$41.8K +458 +16%
SW
1193
SlateStone Wealth
Florida
$302K -$3.1K -34 -1%
HR
1194
Hayden Royal
North Carolina
$301K +$301K +2,927 New
PWLP
1195
Prio Wealth Limited Partnership
Massachusetts
$300K – – –
MAP
1196
Milestone Advisory Partners
North Carolina
$300K – – –
P
1197
Pitcairn
Pennsylvania
$299K -$13.3K -146 -4%
LF
1198
Lantz Financial
Illinois
$299K -$1.46K -16 -0.5%
FA
1199
FCG Advisors
New Jersey
$298K -$11.3K -124 -4%
CAAS
1200
Capital Asset Advisory Services
Michigan
$298K +$298K +3,075 New
46 47
48
49 50